Client Resources

For current Kaplan-Newman, Schwartz & Schwartz clients, we’ve assembled the most requested links, info, and downloadable forms on this page.

Need more help? Give us a call at 212.327.2103 or email we’re happy to help!


Directions to Our Office
We are conveniently located in midtown Manhattan at:

315 Madison Avenue, 3RD Floor
New York, NY 10017

Directions – Google Map

Book An Appointment
For tax season (January – April), we use an online scheduling tool or you may contact our office at 212.327.2103  or email

For non-tax season (May-December), please contact our office at 212.327.2103 or by email


Helpful PDF: What to Bring to Your Tax Prep Meeting

Client Portal Login
Click here to access your Client Portal.

Need Help? You’ll find answers to common questions about using the portal, resetting your password, and using your online tax organizer at: Guide To Using Your Client Portal


Contact us today at 212.327.2103

We’re here to help!